MM Configuration

2 Enterprise Structure - Definition
2.1 Define Valuation Level

Menu path
I. Implementation Guide for R/3 Customizing (IMG) Enterprise Structure Definition
Logistics general Define Valuation Level
Transaction Code OX14
Configuration Description
ere !e specif" t#e le$el at !#ic# material stoc%s are $aluated& 'e #a$e used t#e (lant le$el
since t#e application component (roduction (lanning ((() and Costing are )eing used&

Depending on t#e $aluation le$el c#osen* accounting data (in particular t#e $aluation
price) is maintained for eac# plant or for eac# compan" code in t#e material master
record&
If material stoc%s are $aluated at compan" code le$el* all plant stoc%s of a material are
managed in a +oint stoc% account for eac# compan" code&
If material stoc%s are $aluated at plant le$el* t#e material stoc%s for eac# plant can )e
managed in different accounts& 'e can define a separate account determination for
eac# plant&
2.2 Define Plant
Menu path
Logistics general Define, copy, delete, check plant
Transaction Code SPRO
,s a part of t#e Logistics -rganizational Structure* (lants are defined in S,(& .#e /(lant0 is an
operating area or a )ranc# or a location !it#in a compan"& Eac# 1(lant1 is assigned to a single
1compan" code1& , 1compan" code1 can #a$e se$eral 1(lants1& In case of I.2 ($t& Ltd&* t#e $arious
1(lants1 are assigned to eac# 1compan" code1&

Configuration of -ne (lant is depicted #ere* (for list of all please refer to MM 3DS Document)
2.3 Maintain Storage Location
Menu path
Materials Management Maintain Storage Location
Transaction Code OX09
, storage location is t#e place !#ere stoc% is p#"sicall" %ept !it#in a plant& .#ere ma" )e one or
more storage locations !it#in a plant&

, storage location #as t#e follo!ing attri)utes4

, storage location #as a description and at least one address&
It is possi)le to store material data specific to a storage location&
Stoc%s are managed onl" on a 5uantit" )asis and not on a $alue )asis at storage
location le$el&
(#"sical in$entories are carried out at storage location le$el&

Configuration of Storage Locations under -ne (lant is depicted #ere* (for list of all please refer to
MM 3DS Document)
2.4 Maintain purchasing organization

Menu path
Materials Management Maintain Purchasing Organization
,t t#is node !e configure t#e (urc#asing -rganization &.#e purc#asing organization is t#e
#ig#est le$el of aggregation (after t#e organizational unit 6client6) for purc#asing statistics&
In case of I.2 -ne single (urc#ase -rganization is created as under 4

3 Enterprise Structure Assignents
3.1 Assign Plant to !opan" !o#e
Menu path
I. Implementation Guide for R/3 Customizing (IMG) Enterprise Structure ,ssignment
Logistics general ssign Plant to Co!pany Code
, (lant needs to )e assigned to one of t#e Compan" Codes* t#e relation is al!a"s one to one i&e&
-ne (lant can )e assigned to onl" one compan" code

,ll t#e plants can0t )e s#o!n #ere(for complete list refer MM 3DS document)

3.2 Assign purchasing organization to copan" co#e
Menu path
Logistics general ssign purchasing organization to co!pany code
In t#is node !e assign t#e (urc#asing -rganization to t#e compan" code under !#ic# it !or%s&
In case of I.2 t#e (urc#asing -rganization is Central* so it is not assigned to an" Compan" Code

3.3 Assign purchasing organization to Plant
Menu path
Logistics general ssign purchasing organization to Plant
In t#is step !e assign purc#asing organizations to t#e plants for !#ic# t#e" are responsi)le&
In case of I.2 since it operates !it# Centralized (urc#asing -rg& !e #a$e assigned t#e
(urc#asing -rg& to all t#e plants defined as of no!

3.4 Assign stan#ar# purchasing organization to plant
Menu path
Logistics general ssign standard purchasing organization to plant
If se$eral purc#asing organisations procure for a certain plant* !e can define one of t#em as t#e
standard purc#asing organization for t#e transactions 6pipeline procurement6* 6consignment6 and
6stoc% transfers6&

In source determination for stoc% transfers and consignent* t#e s"stem automaticall" utilizes t#is
standard purc#asing organization& In t#e case of goods issues of pipeline materials* t#e
purc#asing info records of t#e standard purc#asing organization are read&

In I.2* !e #a$e not defined t#is Setting as !e are using single (urc#asing -rganisation
4 $eneral Logistics
4.1 Assign %iel#s to %iel#s Selection $roups
Menu path
I. Implementation Guide for R/3 Customizing (IMG) Logistics 7 General Material
Master 8ield Selection ssign "ields to "ields Selection #roups
Transaction Code OMSR
,ssignment of Material Master 8ields is re5uired to define !#et#er a field is #idden or displa"ed*
or !#et#er an entr" is mandator" or optional in material master maintenance* it is al!a"s
ad$isa)le to !or% !it# Standard S,( settings* )ut for fe! )usiness re5uirement some
assignments are c#anged to ne! field selection groups defined as per reser$ed name space& in
case of I.2* some of t#e list of c#anged entries is as gi$en )elo!4

"ield $a!e Description Changed "ield #rp
MVE-MV!R1 Materia" #roup 1 211
MVE-MV!R2 Materia" #roup 2 211
MVE-MV!R$ Materia" #roup $ 211

4.2 Maintain %iel# Selection for Data Screens
Menu path
Master 8ield Selection Maintain "ield Selection for Data Screens
Transaction Code OMS9
In t#is step !e define t#e nature of a 8ield )elonging to a particular 8ield Selection Group !rt t#e
Screen Reference of a Material ."pe& Steps in$ol$ed are 4
Selecting t#e field selection group&
Select t#e field selection option (#ide* displa"* re5uired entr"* or -ptional entr") for
eac# field reference as re5uired&

4.3 Maintain !opan" !o#es for Materials Manageent
Menu path
Master 9asic Settings Maintain Co!pany Codes for Materials Manage!ent
Transaction Code OMS%
.#is acti$it" is done for ma%ing a Compan" Code rele$ant for materials Management and to
define t#e starting posting period .#is is a prere5uisite for creating a Material Master

4.4 Define Attri&utes of Material '"pes
Menu path
I. Implementation Guide for R/3 Customizing (IMG) Logistics 7 General Material Master 9asic
Settings Material ."pes Define ttri%utes of Material Types
Transaction Code OMS2
Configuration
Description
Material t"pe is analogous to t#e famil" of a material master: all t#e important attri)utes of a material are
go$erned )" settings in t#e material t"pe& .o )e precise it go$erns 4
;& ;& <um)er range pattern and nature (e=ternal/internal)
>& >& ide/optional fields in t#e material master
3& 3& ?aluation Control at $aluation area le$el (ultimatel" used to deri$e G/L)
@& @& Control on (roduction/(urc#ase

4.( Define )u&er *anges for each aterial t"pes
Menu path
Master 9asic Settings Material ."pes Define $u!%er &anges for each Material
Types
Transaction Code MM&R
In t#is step* !e #a$e defined t#e t"pe of num)er assignment and t#e num)er range inter$als for
material master records& '#en creating a material master record* s"stem must assign it a uni5ue
num)er& .#ere are t!o !a"s of doing t#is4
internal num)er assignment
In t#is case* a num)er !it#in t#e num)er range inter$al allo!ed is assigned )" t#e S,(
s"stem&
e=ternal num)er assignment
ere* t#e user assigns a num)er !it#in t#e num)er range inter$al allo!ed& 'e can define t#e
inter$als for e=ternal num)er assignment numericall" and alp#anumericall"&
'e #a$e defined t#e num)er range inter$als for so7called groups& 'e assign one or more
material t"pes to eac# group&
If !e assign +ust one material t"pe to a group* !e can define )ot# an internal and an
e=ternal num)er range inter$al for t#e material t"pe&
If !e group toget#er more t#an one material t"pe* !e can define an internal and an
e=ternal num)er range inter$al #ere too& .#is allo!s se$eral material t"pes to #a$e t#e
same num)er range inter$als&

4.+ Define Attri&utes of s"ste essages
Menu path
Master 9asic Settings Define ttri%utes of syste! !essages
Transaction Code OM'4
'#en processing material master records* t#e s"stem issues a num)er of s"stem messages
containing important user information& In t#is acti$it"* !e define #o! t#e S,( s"stem #andles
t#ese messages& 'e #a$e t#e follo!ing options4
.#e message can )e suppressed&
.#e message can )e displa"ed as a !arning&
.#e message can )e displa"ed as an error !essage& (can0t )e surpassed)

8or I.2 re5uirement Message <um)ers MM;AB C 3;> are c#anged as Error message
'e are using Standard S,( Messages&

4., Define Material $roups
Menu path
Master Settings for 3e" 8ields Define Material #roups
Transaction Code OMS(
ere !e define t#e Groups for Materials C Ser$ices* .#is Grouping s#all )e defined %eeping in
mind t#e reporting re5uirement of t#e compan" for anal"sing (urc#ases* Consumptions* Stoc%s
etc*

Setting is +ust a ta)le entr"* fe! records are s#o!n in t#e screen s#ot* for complete list refer to t#e
MM 3DS document or t#e actual s"stem node

4.- Define E.ternal Material $roups
Menu path
Master Settings for 3e" 8ields Define '(ternal Material #roups
ere !e define t#e Groups for gi$ing an e=tra %e" for filtering* sorting t#e list of materials from a
criterion ot#er t#an Material grouping
In case of I.2 !e #a$e not used E=ternal Material Groups

4./ 0nitialize Perio#
Menu path
Master .ools )nitialize Period
Transaction Code MMP)
.#is .ransaction can )e used to initialize t#e period in materials management * i&e& it opens t#e
alread" closed period (t#ru .=n 4 MM(?)* )ut opening a period #as serious implications on data
consistenc" in S,( so as recommended )" S,( 8ollo! t#e instructions in <ote @AD3A; )efore
initialization

( Materials Manageent 1 !onsuption &ase# Planning
(.1 Activate M*P for M*P Areas
Menu path
I. Implementation Guide for R/3 Customizing (IMG) Materials Management
Consumption7)ased (lanning Master Data MR( ,reas ctivate M&P for M&P
reas
.#is setting is re5uired if !e !ant to #a$e planning at a le$el ot#er t#an plants i&e& eit#er of
Storage location / at Su)contractor le$el&
,n MR( area represents an organizational unit for !#ic# !e can perform material re5uirements
planning separatel"&
,n MR( area can include one or se$eral storage locations of a plant or a su)contractor& 'e can
define MR( areas in a plant&
8or I.2 Ltd&* !e #a$e not used MR( ,reas&

(.2 Define M*P Areas
Menu path
Consumption7)ased (lanning Master Data MR( ,reas Define M&P reas
Transaction Code S*+,
ere !e define t#e MR( areas for a plant for !#ic# !e !ould li%e to carr" out material
re5uirements planning separatel"&
'#en creating an MR( area* !e enter t#e num)er* !#ic# must #a$e at least E digits to a$oid an"
o$erlapping !it# t#e plant MR( area* t#e description and t#e MR( area t"pe
In case of I.2 !e #a$e not defined MR( area

Important 4 If MR( area is acti$ated Con$ersion of (lanning file entries needs to )e run in e$er"
ne! S"stem Client t#roug# Report RMD9?MFF in .=n 4 SE3A

.#e con$ersion report causes t#e s"stem to create a ne! planning file& In addition* t#e s"stem
creates MR( area for t#e e=isting plants& .#ese MR( areas do not* #o!e$er* affect t#e !a"
material re5uirements planning is carried out& .#e num)er for plant MR( areas is identical to t#e
plant num)er and t#erefore consists of four digits&

.#e con$ersion of t#e current planning file (ta)le MD?M) to t#e ne! planning file (ta)le D9?M) is
a prere5uisite for carr"ing out material re5uirements planning !it# MR( areas&

+ Materials Manageent 1 Purchasing
+.1 Define Attri&utes of S"ste Messages
Menu path
(urc#asing En$ironment Data Define ttri%utes of Syste! Messages
In (urc#asing* certain s"stem messages containing important information for users ma" )e
issued from time to time
In t#is step* !e can specif" !#et#er t#e S,( S"stem4
Suppresses t#e rele$ant information
Issues it as a !arning message
Issues it as an error message
In t#e case of an error message* processing cannot )e continued until user input #as )een
corrected

8or I.2 re5uirement* messages (as a c#ange from standard) are configured as gi$en )elo!4

+.2 Define Purchasing Value 2e"s
Menu path
(urc#asing Material Master Define Purchasing Value *eys
'it# (urc#asing $alue %e" !e can control follo!ing functions )" using it in t#e material master
purc#asing $ie!* purc#asing $alue %e" go$erns4
.#e issue of reminders and urging letters (e=pediters) !it# respect to nearl" due and
o$erdue deli$eries
.#e admissi)ilit" of o$er7 and under deli$eries (6o$erages6 and 6under ages6)
-rder ac%no!ledgment re5uirements for (- items
S#ipping/pac%aging instructions
.#is data appears as default data in purc#asing documents and is ta%en from t#e material master
record (unless a purc#asing info record e=ists* in !#ic# case it is ta%en from t#e info records)&

+.3 Entr" Ai#s for 0tes 3ithout a Material Master
Menu path
(urc#asing Material Master 'ntry ids for )te!s +ithout a Material Master
In t#is step !e assign In t#is step* !e can assign a purc#asing $alue %e" and a $aluation class to
a material group&
.#e assignment of a purc#asing $alue %e" default $alues for reminder le$els etc& in
purc#ase order items !it#out a material master record and !it#out an info record&
.#e assignment of a $aluation class to a material group ena)les t#e s"stem to
determine different accounts for t#e indi$idual material groups&

8or I.2 !e #a$e maintained ?aluation Classes in t#e accounting $ie! of t#e materials&

+.4 !reate Purchasing $roups
Menu path
(urc#asing Create Purchasing #roups
It0s a %e" for a )u"er or group of )u"ers responsi)le for certain purc#asing acti$ities& useful in
accessing information* controlling aut#orizations* setting up release strategies etc& for I.2 /s
Re5uirement follo!ing groups are configured* configuration is a simple ta)le entr" )ut purc#asing
group #as a compre#ensi$e use in all purc#asing transactions/ documents

+.( Define Docuent '"pes 4*%565uotation7
Menu path
I. Implementation Guide for R/3 Customizing (IMG) Materials Management (urc#asing
R8G/Guotation 8 Define Docu!ent Types
Configuration
S,( manages R8Gs and 5uotations as documents !#ic# are grouped into different document t"pes&* in
t#is step !e #a$e 4
Description
Created ne! document t"pes
Defined item inter$al
Defined admissi)le follo!7on document t"pes
,ssigned document t"pes to a num)er range group
Defined num)er range inter$al
C#osen
internal
e=ternal
C#osen
.#e update group determines #o! t#e data from t#e document #eader is updated in t#e
statistics file&

Lin%age determines !#ic# (R document t"pes can )e referenced for creating a particular R8G
document t"pe

+.+ Define 'e.t '"pes for 9ea#er 'e.ts 4*%565uotations7
Menu path
(urc#asing R8G /Guotations Define Te(t Types for ,eader Te(ts
In t#is step !e define different .e=ts !#ic# appear in R8G/Guotation eaders* !#ic# are used to
store information applica)le for a particular R8G document
-e ha.e stan/ar/ 0ea/er 'e1t '2pes3

+., Define cop"ing rules for 9ea#er 'e.ts 4*%565uotations7
Menu path
(urc#asing R8G /Guotations Define copying rules for Line Te(ts
-&"./.uotations0
In t#is step !e define cop"ing rules for different #eader .e=ts !#ic# appear in R8G/Guotation
Line Items
Cop"ing rules are used to determine !#ic# te=ts can )e adapted from ot#er o)+ects (for e=ample*
$endor master records* contracts) to t#e #eader te=t of t#e R8G& 'e lin% te=t t"pes in t#e R8G
!it# te=t t"pes in ot#er o)+ects& S"stem can adopt #eader te=ts from t#e follo!ing o)+ects4
R8G / Guotation
Contract
Sc#eduling agreement
?endor master
'e can also specif" !#et#er t#e adopted te=t can )e edited in t#e destination document or not&
.#is t"pe of setting is more useful in (- eader .e=ts
+.- Define #ocuent t"pes 4Purchase *e:uisitions7
Menu path
(urc#asing (urc#ase Re5uisitions Define docu!ent types -Purchase
&e1uisitions0
S,( manages (urc#ase Re5uisitions as documents !#ic# are grouped into $arious document
t"pes&* in t#is step !e #a$e 4
C#osen
internal
e=ternal
C#osen
statistics file&

,)o$e lin%age go$erns !#ic# t"pe of (- can )e created using (R of a particular t"pe

+./ *elease Proce#ure 3ith !lassification 4Purchase *e:uisitions7
Menu path
(urc#asing (urc#ase Re5uisitions Release (rocedure (rocedure !it#
Classification Set 2p Procedure 3ith Classification
In t#is step* !e #a$e set up t#e release procedure !it# classification&

(urc#ase Re5uisition release is t#e process in !#ic# (urc#ase Re5uisition is appro$ed and
released )" -D of concern department for re5uest of re5uired material or ser$ices specified in
(urc#ase Re5uisition& -nce t#e (urc#ase Re5uisition is appro$ed and released t#en (urc#ase
-rder or R8G !ill )e created for t#at material or ser$ices against same (urc#ase Re5uisition&

Configuration in$ol$es follo!ing elements in se5uence4
&elease #roup4
Specif" for t#e release group eit#er 6o$erall release6 or 6item7!ise release6

&elease codes4
.#e Release Code is a t!o7c#aracter ID allo!ing a person to release (appro$e) a re5uisition&
(analogous to appro$er code)

&elease )ndicators4

, release indicator s#o!s t#e release status of a purc#ase re5uisition

Release Indicators also in$ol$e4
"ield selection key
$ia t#e field selection %e"* !e can specif" !#ic# fields in a purc#ase re5uisition !it# t#is release
indicator can )e c#anged or must )e populated
Changes after start of release process
'it# t#e Changeability indicator* !e can specif" t#e effects of c#anges to a re5uisition&
8or e=ample* certain c#anges ma" re5uire a ne! release strateg" to )e determined for
t#e re5uisition&
?ia t#e Value change field* !e can cause t#e release strateg" to )e re7started if t#e
$alue of a purc#ase re5uisition item is increased )" more t#an a certain percentage
(e&g& ;FH)& .o do so* set t#e Changeability indicator to 6@ 7 C#angea)le* ne! release in
case of ne! strateg" or $alue c#ange6 and enter a percentage in t#e Value change
field&
&elease Strategy
'he Re"ease Strate#2 /efines the appro.a" process for Purchase Re4uisitions3 'he strate#2 specifies the
re"ease co/es 5hich are necessar2 an/ the se4uence in 5hich re"eases ha.e to 6e affecte/3 -e can /efine a
7a1i7u7 of ei#ht re"ease co/es i3e3 8 ,e.e"s of appro.a"3
*elease Prere:uisites in/icate the se4uence in 5hich a Purchase Re4uisition 7ust 6e appro.e/ .ia the
re"ease co/es3 9)n )': case re"ease is para""e"9either ; or so in/icators are <ept 6"an<=

&elease Status indicates t#e affect after t#e release )" a particular release code

&elease Values
.#ese $alues need to )e maintained in e$er" client manuall"* t#is forms t#e )asis on !#ic#
release strateg" is triggered for a (R&
,n important prere5uisite for t#is is to create Class C C#aracteristics in class t"pe F3>
Characteristics for &elease Strategy

Create t#e C#aracteristics re5uired for release strateg" as master data t#ru transaction C.F@*
#ere t#e most important setting is to attac# t#e c#aracteristics to corresponding field of structure
CE9,<

attac# it to t#e structure

Class for &elease Strategy

Create t#e class as master data t#ru transaction CLF>
and attac# t#e C#aracteristics created earlier to t#e class

+.1; Define )u&er *anges 4Purchase <r#ers7
Menu path
(urc#asing (urc#ase order Define $u!%er &anges
Transaction Code OM0>
In t#is step !e define num)er ranges for (urc#ase order document t"pes* (defined separatel" in
customizing)* t#is setting also includes num)er ranges for ot#er e=ternal purc#asing documents
i&e& for Contracts/Sc#eduling ,greements and R8Gs&
.#ere are t!o !a"s of doing t#is4
internal num)er assignment
In t#is case* a num)er !it#in t#e num)er range inter$al allo!ed is assigned )" t#e S,(
s"stem&
e=ternal num)er assignment
ere* t#e user assigns a num)er !it#in t#e num)er range inter$al allo!ed& 'e can define t#e
inter$als for e=ternal num)er assignment numericall" and alp#anumericall"&

In case of I.2 all t#e documents are assigned !it# internal num)er ranges !it# t#e e=ception for
document t"pe ILegac" -pen (&-J* as it !as re5uired to retain t#e legac" (&- num)er for t#is
case&

go in c#ange mode and define t#e inter$als as s#o!n4

+.11 Define Docuent t"pes 4Purchase <r#ers7
Menu path
(urc#asing (urc#ase -rders Define docu!ent types
S,( manages (urc#ase -rders as documents !#ic# are grouped into $arious document t"pes&*
in t#is step !e #a$e 4
Define allo!a)le item categories
C#osen
internal
e=ternal
C#osen
statistics file&

,)o$e lin%age go$erns !#ic# t"pe of (R can )e referenced created !#ile creating a particular
Contract document t"pe

+.12 Set 'olerance Liits for Price Variance
Menu path
(urc#asing (urc#ase order Set Tolerance Li!its for Price Variance
'#en processing a purc#ase order* t#e s"stem c#ec%s !#et#er t#e effecti$e price of a (- item
s#o!s $ariances compared !it# t#e $aluation price stored in t#e material master record& In
addition* it c#ec%s !#et#er t#e specified cas# discount $alue is admissi)le&
?ariances are allo!ed !it#in t#e tolerance limits& If a $ariance e=ceeds a tolerance limit* t#e
s"stem issues a !arning or error message& In S,(* t#e t"pes of $ariance are represented )" t#e
tolerance %e"s& 8or eac# tolerance %e"* !e can define percentage and $alue7dependent upper
and lo!er limits per compan" code&
(E (rice $ariance* (urc#asing
o .olerance limit for s"stem message no& >FD& .#is message appears if t#e
specified effecti$e price e=ceeds t#e predefined tolerances !#en compared
!it# t#e material price&
SE Ma=imum cas# discount deduction* (urc#asing
o .olerance limit for s"stem message no& >3;& .#is is a !arning message*
!#ic# appears !#en t#e specified cas# discount percentage e=ceeds t#e
predefined tolerances&

+.13 *elease Proce#ure for Purchase <r#ers
Menu path
(urc#ase -rder &elease Procedure for Purchase Orders
Configuration
Description
In t#is step* !e #a$e set up t#e release procedure for (urc#ase -rders(t#is also co$ers t#e process for
ot#er e=ternal purc#asing documents e&g& contracts/sc#eduling agreements)
(urc#ase -rder release is t#e process in !#ic# (- is appro$ed and released )" -D of concern
department for re5uest of re5uired material or ser$ices specified in (-& -nce t#e -rder is appro$ed
and released t#en GR can )e created against t#e (-

In case of I.2* Release strateg" is used in case of all purc#ases&

Configuration in$ol$es follo!ing elements in se5uence4

&elease #roup4
Release groups are created for eac# t"pe of purc#asing

&elease codes4
.#e Release Code is a t!o7c#aracter ID allo!ing a person to release (appro$e) a re5uisition&
(analogous to appro$er code)

&elease )ndicators4

, release indicator s#o!s t#e release status of a (urc#ase -rder

Release Indicators also in$ol$e4
Changea%ility )ndicator
'it# t#e Changeability indicator* !e can specif" t#e effects of c#anges to a (- document& 8or
e=ample* certain c#anges ma" re5uire a ne! release strateg" to )e determined for t#e re5uisition&
?ia t#e Value change field* !e can cause t#e release strateg" to )e re7started if t#e $alue of
a purc#ase order is increased )" more t#an a certain percentage (e&g& ;FH)& .o do so* set
t#e Changeability indicator to 6K 7 C#angea)le* ne! release in case of ne! strateg" or $alue
c#ange6 and enter a percentage in t#e Value change field&
&elease Strategy
'he Re"ease Strate#2 /efines the appro.a" process for PO3 'he strate#2 specifies the re"ease co/es 5hich are
necessar2 an/ the se4uence in 5hich re"eases ha.e to 6e affecte/3 -e can /efine a 7a1i7u7 of ei#ht re"ease
co/es i3e3 8 ,e.e"s of appro.a"3
*elease Prere:uisites in/icate the se4uence in 5hich a Purchase Re4uisition 7ust 6e appro.e/ .ia the re"ease
co/es3 9)n )': case re"ease is 62 a sin#"e authorit2 so there are no prere4uisite in.o".e/=

&elease Status indicates t#e affect after t#e release )" a particular release code

&elease Values
.#ese $alues need to )e maintained in e$er" client manuall"* t#is forms t#e )asis on !#ic# release
strateg" is triggered for a (-&
,n important prere5uisite for t#is is to create Class C C#aracteristics in class t"pe F3>
Characteristics for &elease Strategy

Create t#e C#aracteristics re5uired for release strateg" as master data t#ru transaction C.F@* #ere t#e
most important setting is to attac# t#e c#aracteristics to corresponding field of structure CE33-

,nd attac# it to t#e structure

Class for &elease Strategy

Create t#e class as master data t#ru transaction CLF> and attac# t#e C#aracteristics created earlier to
t#e class

+.14 Define Screen La"out at Docuent Level
Menu path
(urc#asing (urc#ase -rders Define Screen Layout at Docu!ent Level
In t#is step !e define t#e attri)utes of $arious fields contained in a field selection %e" (defined for
a document t"pe) inside !#ic# $arious fields are grouped into fields selection groups&Steps
in$ol$ed in t#e process are 4
Selecting t#e field selection %e" (defined for a document t"pe)
Select t#e field selection option (#ide* displa"* re5uired entr"* or -ptional entr") for
eac# field inside a field selection group reference as re5uired&

Select a field selection %e" and set t#e attri)utes inside as s#o!n4

get inside a field group and c#oose t#e attri)utes

settings can )e made similarl" for ot#er fields in $arious ot#er groups as C !#en re5uired

+.1( Define 'e.t '"pes for 9ea#er 'e.ts 4Purchase <r#ers7
Menu path
(urc#asing (urc#ase -rder Define Te(t Types for ,eader Te(ts
In t#is step !e define different .e=ts !#ic# appear in (urc#ase order #eader* t#ese are used to
store information applica)le for a particular (- document

+.1+ Define cop"ing rules for 9ea#er 'e.ts 4Purchase <r#er7
Menu path
(urc#asing (urc#ase -rders Define copying rules for ,eader Te(ts
In t#is step !e define cop"ing rules for different #eader .e=ts !#ic# appear in (urc#ase -rder
eaders
$endor master records* contracts* R8G) to t#e #eader te=t of t#e (urc#ase -rder& 'e lin% te=t
t"pes in t#e (- !it# te=t t"pes in ot#er o)+ects& S"stem can adopt #eader te=ts from t#e follo!ing
o)+ects4
R8G / Guotation
Contract
Sc#eduling agreement
?endor master
(urc#ase Re5uisition
Currentl" !e are not maintaining an" cop"ing rule for #eader te=ts

+.1, Define 'e.t '"pes for 0te 'e.ts 4Purchase <r#ers7
Menu path
(urc#ase -rder Define Te(t Types for )te! Te(ts
Configuration
Description
In t#is step !e define different .e=ts !#ic# appear in (urc#ase order item le$el* t#ese are used to store
information applica)le for a particular (- document line item

+.1- Define cop"ing rules for 0te 'e.ts 4Purchase <r#er7
Menu path
(urc#asing (urc#ase -rders Define copying rules for )te! Te(ts
In t#is step !e define cop"ing rules for different item .e=ts !#ic# appear in (urc#ase -rder
I.EM
$endor master records* contracts* R8G) to t#e #eader te=t of t#e (urc#ase -rder& 'e lin% te=t
t"pes in t#e (- !it# te=t t"pes in ot#er o)+ects& S"stem can adopt #eader te=ts from t#e follo!ing
o)+ects4
R8G / Guotation
(urc#ase Info record
Contract
Material master
'e can also specif" #ere !#et#er t#e adopted te=t can )e edited in t#e destination document or
not&

maintain t#e rules for a te=t as under

+.1/ Define Docuent '"pes 4!ontracts7
Menu path
(urc#asing Contracts Define Docu!ent Types
Transaction Code OM0>
S,( manages Contracts as documents !#ic# are grouped into $arious document t"pes&* in t#is
step !e #a$e 4
Define allo!a)le item categories
C#osen
internal
e=ternal
C#osen
statistics file&
In case of I.2* use of Contracts and Sc#eduling agreements is $er" minimal so !e #a$e retained
and used standard S,( document t"pes

,)o$e lin%age go$erns !#ic# t"pe of (R can )e referenced created !#ile creating a particular
Contract document t"pe

+.2; Define Screen La"out at Docuent Level 4!ontracts7
Menu path
Contracts Define Screen Layout at Docu!ent Level
Configuration
Description
In t#is step !e define t#e attri)utes of $arious fields contained in a field selection %e" (defined for a
document t"pe) inside !#ic# $arious fields are grouped into fields selection groups&Steps in$ol$ed in t#e
process are 4
Selecting t#e field selection %e" (defined for a document t"pe)
Select t#e field selection option (#ide* displa"* re5uired entr"* or -ptional entr") for eac# field
inside a field selection group reference as re5uired&

Select a field selection %e" and set t#e attri)utes inside as s#o!n4

get inside a field group and c#oose t#e attri)utes

settings can )e made similarl" for ot#er fields in $arious ot#er groups as C !#en re5uired

+.21 Define 'e.t '"pes for 9ea#er 'e.ts 4!ontracts7
Menu path
(urc#asing Contracts Define Te(t Types for ,eader Te(ts
In t#is step !e define different .e=ts !#ic# appear in Contract #eader* t#ese are used to store
information applica)le for a particular Contract document

+.22 Define cop"ing rules for 9ea#er 'e.ts 4!ontracts7
Menu path
(urc#asing Contracts Define copying rules for ,eader Te(ts
In t#is step !e define cop"ing rules for different #eader .e=ts !#ic# appear in Contract eaders
$endor master records* Contract* R8G) to t#e #eader te=t of t#e Contract& 'e lin% te=t t"pes in
t#e (- !it# te=t t"pes in ot#er o)+ects& S"stem can adopt #eader te=ts from t#e follo!ing o)+ects4
R8G / Guotation
Contract
?endor master

'e are maintaining Standard .e=t and cop"ing Rules for eader .e=ts

+.23 Define 'e.t '"pes for 0te 'e.ts 4!ontracts7
Menu path
Contracts Define Te(t Types for )te! Te(ts
Configuration
Description
In t#is step !e define different .e=ts !#ic# appear in Contract item le$el* t#ese are used to store
information applica)le for a particular Contract document line item

+.24 Define cop"ing rules for 0te 'e.ts 4!ontract7
Menu path
(urc#asing Contracts Define copying rules for )te! Te(ts
In t#is step !e define cop"ing rules for different item .e=ts !#ic# appear in Contract eaders
$endor master records* contracts* R8G) to t#e #eader te=t of t#e Contract& 'e lin% te=t t"pes in
t#e Contract !it# te=t t"pes in ot#er o)+ects& S"stem can adopt #eader te=ts from t#e follo!ing
o)+ects4
R8G / Guotation
Contract
(urc#ase Info record
Material master
'e can also specif" #ere !#et#er t#e adopted te=t can )e edited in t#e destination document or
not&

maintain t#e rules for a te=t as under

+.2( Define E.ternal !onfiration !ategories
Menu path
Confirmations Define '(ternal Confir!ation Categories
Configuration
Description
<otification from t#e $endor to t#e recipient regarding t#e status of a purc#ase order&* In case of I.2 *
C-<8IRM,.I-<S are not )eing used Confirmation categories are defined to s"m)olize t#e %e" for a
t"pe of confirmation
+.2+ Define 0nternal !onfiration !ategories
Menu path
Confirmations Define )nternal Confir!ation Categories
Configuration
Description
In t#is step* !e assign an e=ternal confirmation categor" to eac# internal confirmation categor"&
Internal Categories are for s"stem controls&
+.2, Set =p !onfiration !ontrol
Menu path
Confirmations Set 2p Confir!ation Control
In t#is step* !e assign an e=ternal confirmation categor" to eac# internal confirmation categor"&
Configuration
Description
Internal Categories are for s"stem controls&

,s s#o!n all t#e conformation categories are rele$ant for MR(* )ut t#e last one is rele$ant to GR also*
!#ic# means t#at !#en a GR is made against t#e (&- line item it !ill get defaulted !it# 5t" of last conf&
categor"
+.2- Define Access Se:uence
Menu path
Conditions Define (rice Determination (rocess Define ccess Se1uence
Configuration
Description
,ccess se5uence is an important element of pricing determination& It is t#e -rder in !#ic# t#e s"stem
searc#es t#roug# t#e condition ta)les !#en searc#ing for particular condition records& .#e searc# order
goes from specific condition records to general condition records&
,& E&G&

,ccess se5uence is made up of condition ta)le (t#e le$el at !#ic# data is stored)
In t#e access se5uence s#o!n s"stem !ill searc# for t#e record from first to last ta)le in se5uence& (e&g&
if Custom dut" H for a material is maintained at all t#e t#ree le$els i&e& Incoterms7plant7maerial / (lant7
Material / (lant7Material ."pe le$el * t#en s"stem !ill ta%e t#e record from ;
st
a$aila)le le$el onl" i&e&
Incoterms7plant7maerial in t#is case)
Eac# condition ta)le is defined as an com)ination of fields for data access and is assigned to different
condition t"pes ( In case of I.2 * !e are not maintaining an" access se5uence)*
+.2/ Define !on#ition '"pes
Menu path
Conditions Define (rice Determination (rocess Define Condition Types
Transaction Code M;0>
s
Configuration
Description
In t#is step !e #a$e defined condition t"pes&
.#e condition t"pes are used to represent pricing elements suc# as prices* discounts* surc#arges* ta=es*
or deli$er" costs in t#e S,(& .#ese are stored in t#e s"stem in condition records&
8or condition t"pes for !#ic# !e !ant to maintain conditions !it# t#eir o!n $alidit" period !e #a$e
specified an access se5uence& (e&g& for all import dut" conditions
Important Settings Condition t"pe include4
Condition Class4 Defines nature of condition as (rices / surc#arge / discounts etc&
Calculation type4 Defines nature of condition unit i&e& ,mount t"pe / (ercentage / Gt" etc
Condition Category 4 e&g& (ac%aging* Cost * .a=* Deli$er" Costs(re5uiring e=tra $endor at condition
le$el)
ccess Se1uence 4 ,llo!s condition records to )e maintained
,eader Condition 4 ,llo!s usage at eader le$el of (urc#asing document
ccruals 4 Ma%es a condition irrele$ant to net price calculation i&e& e=cluded from ta= )ase
+.3; Define !alculation Schea
Menu path
Conditions Define (rice Determination (rocess Define Calculation Sche!a
Transaction Code M;08
Configuration
Description
In t#is step* !e #a$e defined t#e calculation sc#emas&
In MM area* a calculation sc#ema is a frame!or% of steps used to calculate pricing in as purc#asing
document
,nalogous to t#is is referred to in t#e Sales and Distri)ution (SD) area as a pricing procedure&
In t#e calculation sc#ema (pricing procedure)* !e specif" !#ic# condition t"pes are to )e ta%en into
account in !#ic# se5uence&
In t#e price (or cost) determination process* t#e S,( S"stem automaticall" determines !#ic# calculation
sc#ema is $alid for a )usiness transaction and ta%es into account* one after anot#er* t#e condition t"pes it
contains&
In case of I.2 !e #a$e defined sc#emas all starting !it# 2L* t#ese !ill get deri$ed in different t"pes of
purc#asing documents as per t#e rule e=plained in Sc#ema determination configuration
Select one of t#e sc#ema and see t#e control data as s#o!n )elo!4
Important %e"s in defining Sc#ema are as under4
Step $o5 6 Counter4 8or determination t#e se5uence of conditions and to act as a )ase for calculations
!it# in condition
"ro!7 To 4 9ase for calculation of condition $alue* t#is is onl" rele$ant for H t"pe of conditions
Statistical4 Ma%es a condition non7rele$ant to account postings
Su%total4 Msed to pass t#e condition $alue in to fields of (&- item ta)les and ot#er pricing structure
&e1uire!ent 4 Msed for $alidating Condition $alue determination using small ,9,( !ritten formulae
8ase Type4 ere a 8ormula for determining t#e condition )asis as an alternati$e to t#e standard&
ccrual key4 for deri$ing a separate account during GR / In$oice postings
+.31 Define Schea $roup
Menu path
(urc#asing Conditions Define (rice Determination (rocess Define Sche!a #roup
E$er" E=ternal (urc#ase document deri$es Calculation Sc#ema from a com)ination of
(urc#asing -rganization and ?endor* to simplif" data maintenance for t#is process S,( !or%s
!it# grouping concept& So all t#e purc#asing org& are grouped in to a Sc#ema group and ?endors
re5uiring same pricing stricture are grouped into a Sc#ema group * no! for t#e com)ination of
t#ese * s"stem deri$es t#e pricing sc#emas

Clic% on a ro! to enter 4

t#e ot#er part i&e& $endors are assigned !it# sc#ema group in $endor master
+.32 Define Schea Deterination
Menu path
(urc#asing Conditions Define (rice Determination (rocess Define Sche!a
deter!ination
In t#is step !e #a$e defined t#e determination of (ricing sc#ema for different t"pe of (urc#asing
documents and for Stoc% transport orders

8or standard purc#ase orders
(depending on t#e sc#ema group of t#e $endor and t#e purc#asing organization)
8or stoc% transport orders
(depending on t#e suppl"ing plant* t#e document t"pe and t#e sc#ema group of t#e purc#asing
organization)

select first item *
and second item
+.33 Define 'ransaction Event >e"s
Menu path
(urc#asing Conditions Define (rice Determination (rocess Define Transaction
'vent keys
In t#is step* !e #a$e defined transaction/e$ent %e"s for condition t"pes in$ol$ing pro$isions&
.#is ena)les t#e s"stem to find t#e rele$ant account for pro$isions (for accrued deli$er" costs or
miscellaneous pro$isions* for e=ample)*
'e #a$e assigned t#ese transaction/e$ent %e" to eac# condition t"pe t#at is rele$ant to
pro$isions in t#e step Define Calculation Sc#ema&

Select t#e ;
st
ro!

Select second ro!* it displa"s t#e usage of %e" in sc#ema
+.34 Maintain !on#ition 'a&le
Menu path
(urc#asing Conditions Define (rice Determination (rocess Maintain Condition
Ta%le
In t#is step* !e create custom ta)les* t#ese ta)le are used to store condition records for different
condition t"pes * for t#is t#ese ta)les s#ould )e a part of access se5uence
'it# #elp of t#is !e can deri$e prices* discounts and surc#arges dependent on almost all t#e
fields in a purc#asing document&
In a condition ta)le* !e specif" t#e com)ination of fields for !#ic# !e can create condition
records&
,s per S,( recommendation 3e s#ould not c#ange t#e condition ta)les t#at are included in t#e
standard $ersion of t#e S,( S"stem&
C#ec% t#e e=tent to !#ic# !e can use t#e condition ta)les t#at are supplied !it# t#e standard
S,( S"stem* for our ta)les !e can onl" c#oose names )et!een EF; and BBB& If !e ma%e no
entr"* t#e s"stem !ill automaticall" assign a consecuti$e num)er&
8or I.2 !e #a$e not defined an" ta)les4
Steps4
8or creating ne! condition ta)les& cop" a similar condition ta)le and proceed as follo!s4
Enter t#e name of t#e ta)le !e !is# to create&
<ote t#at !e can onl" c#oose names )et!een EF; and BBB& If !e ma%e no entr"* t#e
s"stem !ill automaticall" assign a consecuti$e num)er&
Specif" !#et#er !e !is# to create t#e ta)le !it# or !it#out a $alidit" period&
Enter t#e t"pe of condition ta)le (for e=ample* transparent ta)le)&
Enter a description for t#e condition ta)le&
8rom t#e list of allo!ed fields t#at are included in t#e field catalog and !#ic# can )e
e=tended t#ere* c#oose t#e desired fields for t#e condition ta)le&
Generate t#e ne! condition ta)le&

IM(4 ,ll t#e fields t#at s#all )e used to pic% up an" condition $alue must )e part of eader/3e"
field in t#e condition ta)le&
+.3( Define $ri# for 5uantit" Variances
Menu path
(urc#asing Statistics Define #rid for .uantity Variances
8or (urc#asing information s"stem for $endor performance t#e statistics is managed on t#e
amount of 5uantit" $ariances of $endors&
.#e deli$er" 5uantit" $ariance specifies in percent t#e $ariance )et!een t#e purc#ase order
5uantit" and t#e 5uantit" actuall" deli$ered&
.#is %e" figure is determined if an order item is completed and is updated for t#e entr" date of t#e
goods receipt or for t#e entr" date of purc#ase order c#ange&
In t#is step !e can determine four inter$al limits for e$er" purc#asing organization& 8i$e inter$als
are t#en a$aila)le to !e for e$aluation of $endors

+.3+ Define $ri# for Deliver" Date Variance
Menu path
(urc#asing Statistics Define #rid for Delivery date
Deli$er" date $ariance data is used in statistics for e$aluating $endor performance&
.#e deli$er" date $ariance specifies t#e difference in da"s t#e difference )et!een t#e statisticall"
rele$ant deli$er" date and t#e date of t#e goods receipt&
.#is %e" figure is updated during t#e goods receipt for t#e entr" date&
In t#is step !e can determine four inter$al limits for e$er" purc#asing organization& 8i$e inter$als
are t#en a$aila)le to !e for e$aluation of $endors
+.3, Define ?eighing >e"s
Menu path
(urc#asing ?endor E$aluation Define +eighing keys
In $endor e$aluation criteria are !eig#ted according to t#eir importance t#roug# 'eig#ing %e"&
8or e=ample* t#e o$erall e$aluation of a $endor is calculated from t#e scores a!arded for t#e
main e$aluation criteria 6price*6 65ualit"*6 and 6deli$er"&6 .#e latter comprises 6on7time deli$er"
performance6 and 65uantit" relia)ilit"&6
If !e consider a $endor1s price to )e more important t#an 5ualit"* and 5ualit" to )e more
important t#an deli$er"* !e can assign !eig#ts to t#e criteria in a ratio of t#ree for price* t!o for
5ualit"* and one for deli$er"& .#is ratio is recorded in a !eig#ting %e"&
+.3- Define !riterion 4Ven#or Evaluation7
Menu path
(urc#asing ?endor E$aluation Define Criterion
ere !e #a$e defined t#e criteria )" !#ic# t#e s"stem computes scores for $endors and specif"
!#et#er t#e scores for t#e su)criteria are computed manuall"* semi7automaticall"* or
automaticall"&
Select -ne of t#e criterion and drilldo!n to su) criterion
+.3/ Define Scope of List 4Ven#or Evaluation7
Menu path
(urc#asing ?endor E$aluation Define Scope of List
In t#is step !e define $arious t"pes of list* eac# representing different main criteria or t#e same
main criteria in a different order&
In t#e standard s"stem* t#e scope7of7list parameters 1standard1 and 1$ersion ;1 are supplied as an
e=ample4
.#e parameter Standard pro$ides t#e user !it# a ran%ing list of $endors )" o$erall
score& .#e main criteria are arranged in t#e order 6(rice6* 6Gualit"6* 6Deli$er"6*
6General ser$ice/supportJ and 6E=ternall" performed ser$ice/!or%6&
.#e parameter Version 9 "ields a ran%ing list of $endors sorted according to t#e score
for t#e main criterion 6(rice6& .#en follo! t#e o$erall e$aluation and t#e main criteria
6General ser$ice/support6* 6Gualit"6* 6Deli$er"6* and 6E=ternall" performed
ser$ice/!or%6&
c#ec% t#e details of list inside
+.4; Maintain Purchasing <rganization #ata
Menu path
(urc#asing ?endor E$aluation Maintain Purchasing Organization data
Select a ro! and displa"s criterion for (urc#asing -rganization
Su) criterions for main criterion
'eig#ing for a (urc#asing -rg&
'e #a$e pro$ided E5ual 'eig#ting to t#e Criteria as !e #a$e different !eig#ing parameters for
I.2
(oint scores for a (urc#asing -rg&
+.41 Define Perissi&le Partner *oles per Account $roup
Menu path
(urc#asing (artner Determination (artner Roles Define Per!issi%le Partner
&oles per ccount #roup
ere !e can specif" for eac# account group of t#e $endor !#ic# roles t#e $endor ma" assume&
'(a!ple 3e can specif" t#at certain $endors ma" onl" ser$e as an ordering address* not as an
in$oicing part"&
+.42 Define Partner Scheas 4Ven#or Master7
Menu path
(urc#asing (artner Determination (artner settings in ?endor Master records
Define Partner Sche!as
(artner sc#emas allo! us to group $arious partner roles& 'e can specif" t#at certain roles in a
sc#ema are mandator"* i&e& cannot )e c#anged after entr"&
8or I.2* Sc#ema groups 2; is defined
select a sc#ema to detail t#e allo!ed partner functions
+.43 Assign Partner Scheas to Account $roups
Menu path
(urc#asing (artner Determination (artner settings in ?endor Master records ,ssign
Partner Sche!as to account groups
ere !e assign t#e alread" defined sc#ema groups to $endor account groups
+.44 Define Partner Scheas 4Purchasing Docuents7
Menu path
(urc#asing (artner Determination (artner settings in (urc#asing documents
Define Partner Sche!as
(artner sc#emas allo! us to group $arious purc#asing documents for partner determination& 'e
can specif" t#at certain roles in a sc#ema are mandator"* i&e& cannot )e c#anged after entr"&
8or I.2* Sc#ema group 2FF; is defined
Select a Sc#ema to detail t#e partner function allo!ed
+.4( Assign Partner Scheas to Docuent '"pes
Menu path
(urc#asing (artner Determination (artner settings in (urc#asing documents
ssign Partner Sche!as to docu!ent types
In t#is step* !e #a$e assigned t#e partner sc#emas to t#e $arious t"pes of purc#asing document&
,s a result* onl" t#e roles of t#e sc#ema in 5uestion can )e maintained in documents of t#e
rele$ant t"pes&
, Materials Manageent 1 E.ternal Services Manageent
,.1 Define Service !ategor"
Menu path
I. Implementation Guide for R/3 Customizing (IMG) Materials Management E=ternal
Ser$ices Management Ser$ice Master 8 Define Service Category
In t#is step* !e define t#e ser$ice categor"&
.#e ser$ice categor" is t#e most important criterion for structuring
Ser$ice master records& It pro$ides a default $alue for t#e $aluation
,& Classes& Ser$ice master records can )e assigned to num)er ranges on t#e )asis of t#e
ser$ice categor"&

,.2 Define )u&er *anges
Menu path
Ser$ices Management Ser$ice Master 8 Define $u!%er &anges
In t#is step* !e define <um)er Ranges for eac# ser$ice categor"&

,.3 Define )u&er *ange for Service Entr" Sheets
Menu path
In t#is step* !e define t#e ser$ice categor"&
.#e ser$ice categor" is t#e most important criterion for structuring
Ser$ice master records& It pro$ides a default $alue for t#e $aluation
,& Classes& Ser$ice master records can )e assigned to num)er ranges on t#e )asis of t#e
ser$ice categor"&

,.4 Define Attri&utes of S"ste essages
Menu path
In E=ternal Ser$ices Management* a num)er of s"stem messages containing important
information for users ma" )e issued& Msers can process t#is information furt#er&

In t#is step* !e can define !#et#er t#e S,( S"stem
Suppresses t#is information
Issues it in t#e form of a !arning
Issues it in t#e form of an error message
8or I.2 re5uirement* additional messages no& SE 3@K / 3@D / 3K; is acti$ated as Error along !it#
ot#er additional Standard S,( Messages

- Materials Manageent 1 0nventor" Mgt. @ Ph"sical 0nventor"
-.1 Plant Paraeters
Menu path
I. Implementation Guide for R/3 Customizing (IMG) Materials Management In$entor"
Management and (#"sical In$entor" Plant Para!eters
Configuration
Description
In t#is step* !e ma%e t#e general plant settings for /In$entor" Management0& ,ll settings are also contained
in t#e indi$idual steps of t#e Implementation Guide for In$entor" Management&

If !e #a$e created a plant in t#e enterprise structure using t#e Cop" plant function* !e do not
need to ma%e an" settings&
If !e #a$e created a plant manuall"* !e #a$e to create a ne! entr" for t#e plant parameters&

-.2 Define )u&er Assignent for Accounting Docuents
Menu path
I. Implementation Guide for R/3 Customizing (IMG) Materials Management In$entor" Management
and (#"sical In$entor" <um)er ,ssignment Define $u!%er ssign!ent for ccounting
Docu!ents
Transaction
Code
OM?+
Configuration
Description
In t#is step* !e set t#e num)er ranges for t#e accounting documents !#ic# are created !#en goods mo$ements
or in$entor" differences are posted&

8or accounting7rele$ant goods mo$ements* t#e s"stem creates t!o different documents4
material document
accounting document
9ot# t#e material documents and t#e accounting documents #a$e t#eir o!n document num)ers& '#en in$entor"
differences are posted* t#e s"stem also creates an accounting document for t#e p#"sical in$entor" document&

In t#is step* !e onl" maintain t#e num)er assignment for accounting documents&

,ccounting documents are split into document t"pes to allo! differentiated document num)er assignment* !#ic#
is t#e )asis for distinguis#ing )et!een t#e $arious accounting operations& , num)er range is assigned to eac#
document t"pe& In a compan" code* !e #a$e to define num)er inter$als for eac# num)er range and fiscal "ear& In
in$entor" management* t#e transaction determines !#ic# document t"pe is used&

Goods Issue Document ."pe

.Code .ransaction te=t ."pe Description
M9FE ,& Su)se5& ,d+ustmt4 ,ct&Ingredient Mat 'E Goods receipt
M9;; Goods Mo$ement ', Goods issue
M9;, Goods 'it#dra!al ', Goods issue
M9;9 .ransfer (osting ', Goods issue
M9>K (ic%ing list ', Goods issue
M9SM (lace in Stor&for Mat&Doc4 Init&Scrn
MIG-NGI Goods Mo$ement ', Goods issue
MIG-N.R .ransfer (osting ', Goods issue

Goods Receipt Document ."pe

M9F; (ost Goods Receipt for (- 'E Goods receipt
M9F@ ,& Su)se5u&,d+&of 6Mat&(ro$ided6Consmp& 'E Goods receipt
M9F, (ost Goods Receipt for (- 'E Goods receipt
M9;C -t#er Goods Receipts ', Goods issue
M93; Goods Receipt for (roduction -rder 'E Goods receipt
M9<L Su)se5uent Deli$er" f& Material Doc&
M9RL Return Deli$er" for Matl Document
M9S8 Release 9loc%ed Stoc% $ia Mat& Doc& 'E Goods receipt
M9SL Cop" Material Document
M9S. Cancel Material Document
MIG-NG- Goods Mo$ement 'E Goods receipt
MIG-NGR Goods Mo$ement 'E Goods receipt
MIG-NGS ,& Su)se5& ,d+ust& of Material (ro$ided 'E Goods receipt

,utomatic Mo$ements Document ."pe

9M9C 9atc# Information Coc%pit ', Goods issue
9-RGR GR ,utomoti$e 'E Goods receipt
9-RGRN9 GR ,utomoti$e4 (osting 'E Goods receipt
9-RGRNC GR ,utomoti$e4 Clearing 'E Goods receipt
C,.E Data .ransfer C,.S 7O (S ', Goods issue
C,.B Data .ransfer C,.S 7O (M/CS ', Goods issue
CI(> CC>4 Mpdate (DC messages ', Goods issue
CI(3 CC34 Mpdate (DC messages ', Goods issue
CI(@ CC@4 Mpdate (DC messages ', Goods issue
CI(E CCE4 Mpdate (DC messages ', Goods issue
CI(? (osting (DC records ', Goods issue

(#"sical In$entor" Document ."pe

MIFD (rocess List of Differences 'I In$entor" document
MIFA Create List of Differences !it# Doc& 'I In$entor" document
MI;F Create List of Differences !/o Doc& 'I In$entor" document

-.3 Define )u&er Assignent for Material an# Ph"sical 0nventor" Docuents
Menu path
Management and (#"sical In$entor" <um)er ,ssignment Define $u!%er ssign!ent for
Material and Phys5)nv Docu!ents
Transaction Code OM?'
Configuration
Description
In t#is step* !e maintain t#e num)er assignment for t#e follo!ing documents4
material documents
p#"sical in$entor" documents
.#e num)er assignment for t#ese documents is not to )e confused !it# t#e num)er assignment for
accounting documents !#ic# !e completed in t#e step Define num)er assignment for accounting
documents& .#e num)er assignment for accounting documents depends on t#e document t"pe !#ic# is
allocated to t#e transaction&

.#e num)er assignment for material documents and p#"sical in$entor" documents depends on t#e
transaction/e$ent t"pe !#ic# is also allocated to eac# transaction in In$entor" Management& .#e
transaction/e$ent t"pes are di$ided into groups of num)er ranges& , num)er range inter$al #as to )e
defined for eac# group&

<o 8rom no& .o num)er Status E=t
F; F;FFFFFFFF F;BBBBBBBB F
F> @BFFFFFFFF @BBBBBBBBB @BFFFF>@;B
F3 EFFFFFFFFF EBBBBBBBBB EFFFFFF>;B
F@ F>FFFFFFFF F>BBBBBBBB F

<ote
'e cannot c#ange t#e transaction/e$ent t"pes& o!e$er* !e can c#ange t#e num)er range
inter$als or !e can allocate transaction/e$ent t"pes to ne! groups&

S(R-7O IMG7O Materials Management7O In$entor" Management and (#"sical In$entor"7O <um)er
,ssignment7O Define <um)er ,ssignment for Material and (#"s& In$& Docs
er "ou ned to maintain t#e num)er ranges for t#e group attc#ed to t#e %e"&

If "ou !ant to maintain ne! num)er range inter$als for an e=isting group4
a) C#oose Group 7O Maintain&
)) Select a group and c#oose Inter$al 7O Maintain&
c) C#oose Edit 7O Insert "ear&
d) Maintain t#e num)er inter$al for t#e ne! fiscal "ear&
-.4 Define )u&er Assignent for *eservations
Menu path
Management and (#"sical In$entor" <um)er ,ssignment Define $u!%er ssign!ent for
&eservations
Transaction Code OM@
Configuration
Description
In t#is step* !e set up num)er assignment for reser$ations&
.#e num)er assignment applies to all plants in t#e client&

<ote
If !e create reser$ations !it# met#od Create8romData; (function module
9,(INRESER?,.I-<NCRE,.E;)* !e can use t#e num)er range R9 for an e=ternal num)er
assignment&
-.( %iel# Selection for $oo#s Moveent60nitial 9ea#er Screens
Menu path
Management and (#"sical In$entor" "ield Selection for #oods Move!ent/,eader Screens
Transaction Code OM@&
Configuration
Description
In t#is step* !e define t#e field selection for goods mo$ements initial and #eader screens&
<ote t#at t#e field selection for t#e item screens depends on t#e mo$ement t"pe and is configured in
separate steps&

In t#is step* !e specif" !#et#er t#e fields are input* mandator"* displa" or #idden&
-.+ %iel# Selection for M0$<
Menu path
Management and (#"sical In$entor" Settings for En+o" .ransactions Settings for Goods
Mo$ements "ield Selection for M)#O
Transaction Code OM@X
Configuration
Description
ere !e can4
ide t#e #eader data completel" or #ide particular fields t#at !e do not re5uire
ide pus#)uttons t#at !e do not re5uire
Define t#e Deli$er" note and 9ill of lading fields as mandator" entries if !e use e$aluated receipt
settlement
S#o! t#e GR/GI slip (G-E,D7P,9L<) field if !e use GR/GI slip num)ers (onl" necessar" in
certain countries)
S#o! t#e (lant (G-DQ<(R-7(-N'ER3S) field if !e re5uire t#e ordering7plant name for
purc#ase7order7related goods mo$ements as a selection criterion in addition to t#e purc#ase
order num)er and item num)er
ide t#e print indicator if !e do not !ant to print out GR/GI slips in In$entor" Management
-., %iel# Selection per Moveent '"pe
Menu path
Mo$ements "ield Selection per Mvt Type
Configuration
Description
In t#is step* !e maintain all t#e settings for field selection )" mo$ement t"pe& .#is step replaces t#e acti$it"
Define Screen La"out for t#e En+o" transactions& .#e settings from Define Screen La"out are adopted in
t#ese settings automaticall" so t#at !e do not need to maintain ne! entries #ere&

'e can specif" for eac# field !#et#er it is an optional entr" or a mandator" entr"& In t#e ta)le* !e see all
fields t#at are $isi)le& 'e can access t#e setting 8ield In$isi)le )" deleting t#e appropriate entr" from t#e
ta)le&

.#ere is no distinction )et!een different special stoc% indicators in t#ese entries& Special stoc% fields are
al!a"s suppressed automaticall"&

-.- Settings for 'ransactions an# *eference Docuents
Menu path
Mo$ements Settings for Transactions and &eference Docu!ents
Configuration
Description
'e can limit t#e num)er of selecta)le transactions (goods receipt* goods issue* and so on) and reference
documents (material document* deli$er" note)* and !e can specif" t#e mo$ement t"pe t#at t#e s"stem is to
propose for e$er" reference document&

If !e need onl" certain transactions (for e=ample* goods receipts or goods issues)* !e can c#oose from t#e
follo!ing preset transactions4

MIG- 7 Msed to enter all goods receipts&
MIG-NGR 7 Msed to enter goods receipts from e=ternal procurement&
MIG-NG- 7 Msed to enter goods receipts for production orders&
MIG-NGI 7 Msed to enter goods issues&

'e can al!a"s displa" material documents&

.ransaction MIG-: ,ctions Mentioned in t#e ta)le

,ction ,cti$e ,ction ,cti$e
,F; ,FA
,F> ,FB P
,F3 P ,;F
,F@ P ,;;
,FE
,FK
,FD P

Reference Document ."pes (8or details go to t#e pat# mentioned)

,& Ref& ,cti$e M$. ,& Ref& ,cti$e M$.
RF; P ;F;RF> P
RF@ P ;F;RF3 P
RFE ;F;RF; P 3E;
RFK ;F;RFA P >K;
RFD ;F;RFB P >F;
RFA P ;F;R;F P >F;
RFB EF;RFB P
R;F P E;;R;F P 3F;
RF> P R;F P 3F3
RF3 P RF> P
RF> P R;F P 3FE
RF> P RF; P
RF> P
-./ !reate Storage Location Autoaticall"
Menu path
Management and (#"sical In$entor" Goods Issue/.ransfer (ostings Create Storage
Location uto!atically
Transaction Code OM?2
Configuration
Description
)n t#is step* !e specif" !#et#er t#e automatic creation of storage location data is allo!ed for goods
issues and transfer postings&

.#is is ad$isa)le if !e !or% !it# negati$e stoc%s and a material1s first mo$ement ma" )e an out!ard
mo$ement&

<ote t#at t#e re$ersal mo$ement for a goods issue* for e=ample* mo$ement t"pe >F> or >K>* is not
considered as an issue )ut as a receipt& If !e onl" use t#e automatic creation of storage location data
for re$ersals of goods issues* !e do not #a$e to allo! negati$e stoc%s&
'e #a$e to allo! automatic creation per plant first of all& 'e t#en #a$e to e=plicitl" allo! t#e creation of
storage location data for eac# mo$ement t"pe&

.#e storage location data is onl" created if t#e 5uantit" is posted to 1standard1 storage location stoc%& It
is not created for receipts into a special stoc% (for e=ample* into sales order stoc%)&'e are using
standard mo$ement t"pes for automatic Storage Location Creation

-.1; Set Manual Account Assignent
Menu path
Management and (#"sical In$entor" Goods Issue/.ransfer (ostings Set Manual ccount
ssign!ent
Transaction Code OM?>
Configuration
Description
In t#e R/3 S"stem* account assignment is predefined $ia t#e automatic account determination facilit"&

'#en !e enter material mo$ements t#at are assigned to a cost account* !e can enter t#e account num)er
manuall"& In doing so* !e c#ange t#e account assignment predefined as offsetting entr" for in$entor"
posting&

M$. ,cct M$. ,cct
>F; 3FB 7
>F> 3;F 7
>B> 3;; 7
3F; 7 3;> 7
3F> 7 3;3 7
3F3 7 3;@ 7
3F@ 7 3;D 7

-.11 Define Screen La"out
Menu path
Management and (#"sical In$entor" Goods Issue/.ransfer (ostings Define Screen Layout
Transaction Code OM?-
Configuration
Description
In t#is step* !e set t#e field selection for t#e mo$ement t"pes including goods issues and transfer postings&

'#en creating a goods mo$ement* t#e field selection determines !#ic# fields
can )e filled ( optional entr")
must )e filled (re5uired entr")
are suppressed fields

In In$entor" Management* t#e field selection depends on t#e mo$ement t"pe&

.#e field selection defined for a mo$ement t"pe is $alid for entering goods mo$ements and reser$ations&

<ote

'e do not maintain t#e input features of t#e G/L account and Reason fields #ere* )ut in t#e
follo!ing steps4
Manual account assignment (for t#e G/L account field)
Reason (for t#e Reason field)
Caution
.#e field selection for t#e mo$ement t"pe must correspond !it# t#e follo!ing field selections4
field status definition of t#e G/L account to !#ic# postings are made (t#roug# t#e field status
group)
field selection of t#e posting %e"
'e must ta%e care t#at a mandator" entr" in t#e G/L account is also defined as a mandator" entr" for t#e
mo$ement t"pe&
-.12 Maintain !op" *ules for *eference Docuents
Menu path
Management and (#"sical In$entor" Goods Issue/.ransfer (ostings Maintain Copy
&ules for &eference Docu!ents
Configuration
Description
In t#is step* !e configure !#et#er t#e items of t#e reference document are proposed as selected on t#e
item selection list !#en entering a document !it# reference* or not&

.#e user can delete t#e c#ec% mar%s manuall" on t#e item selection list if s#e/#e does not !ant to adopt
some items&

.Code .ransaction te=t (rsl
M9;; Goods Mo$ement P
M9;, Goods 'it#dra!al P
M9;9 .ransfer (osting P

-.13 Set up D"naic Availa&ilit" !hec>
Menu path
I. Implementation Guide for R/3 Customizing (IMG) Materials Management In$entor" Management and
(#"sical In$entor" Goods Issue/.ransfer (ostings Set up Dyna!ic vaila%ility Check
Transaction
Code
OM*P
Configuratio
n
Description
In t#is step* !e configure t#e d"namic a$aila)ilit" c#ec%&

In In$entor" Management* t!o t"pes of a$aila)ilit" c#ec% are carried out&
a$aila)ilit" c#ec% during t#e entr" of reser$ations
a$aila)ilit" c#ec% during t#e entr" of goods mo$ements

.#e s"stem c#ec%s !#et#er t#e material to )e !it#dra!n is a$aila)le and issues a message* if necessar"&

.#e a$aila)ilit" c#ec% is onl" carried out if4
t#e material master record contains a c#ec%ing group for t#e a$aila)ilit" c#ec% (MR( data)
a c#ec%ing rule is assigned to t#e transaction in Customizing

'e can define
for eac# mo$ement t"pe !#ic# t"pe of message is issued (o)+ect Mo$ement t"pe)
!#ic# c#ec%ing rules are supported (o)+ect C#ec%ing rule)
per c#ec%ing group and c#ec%ing rule4 !#ic# o)+ects (documents* stoc%s* material re5uirements) are included
in t#e a$aila)ilit" c#ec% (o)+ect Define c#ec%ing rule)
per transaction of In$entor" Management4 !#ic# c#ec%ing rule applies (o)+ect .ransaction codes)

M$.
,& ?al&
update Gt" update S M$t Rec Cns ,$
>F; (
>F; P ,
>F; P 3 ,
>F; P (
>F; P
>F; P P ,
>F; P P 3 ,
>F; P P (
>F> (
>F> P (
>F> P
>F> P P
>F> P P 3
>F> P P (
>>; G ,
>>; G ( ,
>>; G L ,
>>; G L ( ,
>>; P ,
>>; P 3 ,
>>; P G ,
>>; P G ( ,

.#is is an indicati$e ta)le&

C#ec%ing Rule

C#R Description of c#ec%ing rule
F; C#ec%ing rule F;
F> C#ec%ing rule F>
F3 C#ec%ing rule F3
, SD order
,E SD order: ma%e7to7order stoc%
,G SD order: pro+ect stoc%
,? SD order: returna)le pac%aging
,' SD order: consignment
9 SD deli$er"
99 SD deli$er": customer stoc%
9E SD deli$er": ma%e7to7order stoc%
9- 9ac%order processing
9G SD deli$er": pro+ect stoc%
9? SD deli$er": returna)le pac%aging
9' SD deli$er": consignment

Define C#ec%ing Rule

.ransaction Codes

.Code .ransaction te=t C#R C#ec%ing rule
C->D (ic%ing list
M9;; Goods Mo$ement
M9;, Goods 'it#dra!al F3 C#ec%ing rule F3
M9;9 .ransfer (osting
M9>K (ic%ing list
MIG-NGI Goods Mo$ement
MIG-N.R .ransfer (osting

-.14 $enerate Ph"sical 0nventor" Docuents for $oo#s Moveents
Menu path
Management and (#"sical In$entor" Goods Issue/.ransfer (ostings #enerate Physical
)nventory Docu!ents for #oods Move!ents
Transaction Code OM**
Configuration
Description
In t#is step* !e define for eac# plant and mo$ement t"pe !#et#er a p#"sical in$entor" document is
automaticall" generated !#en posting a goods mo$ement&

'e can create a p#"sical in$entor" document in addition to t#e material document at t#e time of a goods
mo$ement& .#is function is important !#en in$entor" differences are posted from t#e 'are#ouse
Management S"stem& .#ese in$entor" differences are t#ere)" documented in In$entor" Management
!it# a p#"sical in$entor" document&

In order to create an in$entor" document in addition to a material document for a goods mo$ement* t#e
follo!ing conditions must )e met4

In t#e plant* !e must define t#e transaction/e$ent t"pe '? for automaticall" generated p#"sical
in$entor" documents&
'e must define t#e document num)er assignment for t#is transaction/e$ent t"pe&
,utomatic generation of p#"sical in$entor" documents must )e allo!ed for t#e mo$ement t"pe&

M$. Idoc
D;D P
D;A P

.#e a)o$e list is indicati$e

-.1( !hec> 'olerance Liits
Menu path
Management and (#"sical In$entor" Goods Receipt Set Tolerance Li!its
Transaction Code OM*0
Configuration
In t#is step* !e set t#e tolerance limits for goods receipts&
Description

'#en processing a goods receipt* t#e s"stem c#ec%s eac# item to determine !#et#er t#e goods receipt
$aries from t#e purc#ase order or t#e material master data&

.#e different t"pes of $ariances are defined )" tolerance %e"s& 8or eac# tolerance %e"* tolerance limits
can )e set per compan" code&

.#e follo!ing $ariances are c#ec%ed in In$entor" Management4

?ariance in t#e purc#ase order price 5uantit"
(E=planation)
8or t#is $ariance* t!o tolerance %e"s are pro$ided4
o .olerance %e" 9; (error message)
o 'e use tolerance %e" 9; to define t#e ma=imum percentage $ariance& If t#e
$ariance is greater t#an t#e ma=imum $ariance* t#e s"stem creates an error
message& .#e user cannot post t#e goods receipt&
o .olerance %e" 9> (!arning message)
o .olerance %e" 9> defines t#e percentage $ariance from !#ic# a !arning message
is to )e issued& It is possi)le to post t#e goods receipt&
?ariance for t#e mo$ing a$erage price of t#e material
(E=planation)
'e use tolerance %e" ?( to define t#e percentage $ariance from !#ic# a !arning message is issued&
.#is !arning message indicates a price c#ange&

-.1+ !reate Storage Locations Autoaticall"
Menu path
Management and (#"sical In$entor" Goods Receipt Create Storage Locations
uto!atically
Transaction Code OM?$
Configuration
Description
In t#is step* !e specif" !#et#er t#e automatic creation of storage location data is allo!ed for goods
receipts&

.#is is ad$isa)le if !e !ant to post a goods receipt !it#out #a$ing to maintain t#e storage location $ie!
of t#e material master record in ad$ance&


.#e storage location data is onl" created if t#e 5uantit" is posted to 1standard1 storage location stoc%& It
is not created for receipts into a special stoc% (for e=ample* into sales order stoc%)&
-.1, Set Manual Account Assignent
Menu path
Management and (#"sical In$entor" Goods Receipt Set Manual ccount ssign!ent
Transaction Code OM*0
Configuration
Description

'#en !e enter goods receipts !#ic# are assigned to a cost account* !e can enter t#e account
manuall"& In doing so* !e c#ange t#e account assignment predefined as offsetting entr" for in$entor"
posting&

-.1- Define Screen La"out
Menu path
Management and (#"sical In$entor" Goods Receipt Define Screen Layout
Transaction Code OM*@
Configuration
Description
In t#is step* !e set t#e field selection for t#e goods receipt mo$ement t"pes&

'#en entering a goods receipt* t#e field selection controls !#ic# fields (account assignment fields) are
read" for input ( optional entr" fields)
#a$e to )e filled (re5uired entr" fields)
suppressed fields

In In$entor" Management* t#e field selection depends on t#e mo$ement t"pe&

-.1/ Maintain !op" *ules for *eference Docuents
Menu path
Management and (#"sical In$entor" Goods Receipt Maintain Copy &ules for
&eference Docu!ents
Configuration
Description

some items&

.Code .ransaction te=t (rsl
M9F; (ost Goods Receipt for (- P
M9F, (ost Goods Receipt for (- P
M9;C -t#er Goods Receipts P
M93; Goods Receipt for (roduction -rder P
M9RL Return Deli$er" for Matl Document P
M9S8 Release 9loc%ed Stoc% $ia Mat& Doc& P
M9SL Cop" Material Document P
M9S. Cancel Material Document P
-.2; Set D"naic Availa&ilit" !hec>
Menu path
I. Implementation Guide for R/3 Customizing (IMG) Materials Management In$entor" Management and
(#"sical In$entor" Goods Receipt Set Dyna!ic vaila%ility Check
Transactio
n Code
OM*M
Configurati
on
Descriptio
n

.#e s"stem c#ec%s !#et#er t#e material to )e !it#dra!n is a$aila)le and issues a message* if necessar"&

Mo$ement ."pe

M$. ,& ?al&update Gt" updateS M$t Rec Cns ,$
;F; P G 9 ?
;F; P G 9 P
;F; P G 9 P (
;F; P G 8
;F; P G 8 (
;F; P 9
;F; P 9 ,
;F; P 9 ?
;F; P 9 P
;F; P 9 P ,
;F; P 9 P ?
;F; P P 9
;F; P P 9 ,

C#ec%ing Rule

C#R Description of c#ec%ing rule
F; C#ec%ing rule F;
F> C#ec%ing rule F>
F3 C#ec%ing rule F3
, SD order
,E SD order: ma%e7to7order stoc%
,G SD order: pro+ect stoc%
,? SD order: returna)le pac%aging
,' SD order: consignment
9 SD deli$er"
99 SD deli$er": customer stoc%
9E SD deli$er": ma%e7to7order stoc%
9- 9ac%order processing
9G SD deli$er": pro+ect stoc%
9? SD deli$er": returna)le pac%aging
9' SD deli$er": consignment
.ransaction Code

M9F; (ost Goods Receipt for (-
M9F, (ost Goods Receipt for (-
M9;C -t#er Goods Receipts F3 C#ec%ing rule F3
M93; Goods Receipt for (roduction -rder F3 C#ec%ing rule F3
M9<L Su)se5uent Deli$er" f& Material Doc& F3 C#ec%ing rule F3
M9RL Return Deli$er" for Matl Document
M9S8 Release 9loc%ed Stoc% $ia Mat& Doc&
M9SL Cop" Material Document F3 C#ec%ing rule F3
M9S. Cancel Material Document
MIG-NG- Goods Mo$ement
MIG-NGR Goods Mo$ement

-.21 Set ADeliver" !oplete#B 0n#icator
Menu path
Management and (#"sical In$entor" Goods Receipt Set :Delivery Co!pleted;
)ndicator
Configuration
Description
In t#is step* !e can define t#at t#e R/3 S"stem automaticall" suggests
t#e deli$er" completed indicator for goods receipts if t#e deli$ered 5uantit" lies !it#in t#e
under/o$er7deli$er" tolerance

.#e 6deli$er" completed6 indicator #as t#e follo!ing effects4
.#e item is regarded as closed* e$en if t#e total 5uantit" !as not deli$ered&
, furt#er deli$er" is not e=pected* ma"* #o!e$er* arri$e&
In t#e ne=t goods receipt* t#e item appears on t#e selection list )ut #as no selection indicator&
.#e item can )e reorganized e$en if t#e total 5uantit" #as not )een deli$ered&

<ote
E$en if t#e 6deli$er" completed6 indicator #as not )een set* an item is considered closed once t#e
total 5uantit" #as )een deli$ered& .#is means t#at t#e 6deli$er" completed6 indicator is not
necessar" in t#is case&

-.22 Set E.piration Date !hec>
Menu path
Management and (#"sical In$entor" Goods Receipt Set '(piration Date Check
Transaction Code OM@A
Configuration
Description
In t#is step* !e set t#e material s#elf life e=piration date c#ec% for goods receipts for eac# plant and
mo$ement t"pe&

(rere5uisites
.#e s#elf life e=piration date of a material can onl" )e entered if4
t#e minimum remaining s#elf life is maintained in t#e material master record
.#e minimum remaining s#elf life is t#e time t#e material must still )e usa)le* so t#at t#e
goods receipt is accepted )" t#e s"stem& 'e can define t#e time unit t#e s"stem uses in t#e
storage data of t#e material master record in t#e /(eriod indicator0 field&
t#e s#elf life e=piration date c#ec% is acti$e in t#e plant
t#e s#elf life e=piration date c#ec% is acti$e for t#e mo$ement t"pe
<o e=piration date c#ec% #as )een acti$ated for I.2&

-.23 !reate Storage Location autoaticall" for autoatic oveents
Menu path
Management and (#"sical In$entor" ,utomatic Mo$ements Create Storage Locations
auto!atically
Transaction Code OM@8
Configuration
Description
In t#is step* !e specif" !#et#er t#e automatic creation of storage location data is allo!ed for automatic
goods mo$ements&

.#is is ad$isa)le for goods mo$ements $ia S#ipping or !#en !e post p#"sical in$entor" differences* for
e=ample&


.#e storage location data is onl" created if t#e 5uantit" is posted to 1standard1 storage location
stoc%& It is not created for receipts into a special stoc% (for e=ample* into sales order stoc%)&

-.24 Set anual account assignent for autoatic oveents
Menu path
Management and (#"sical In$entor" ,utomatic Mo$ements Set !anual account
assign!ent for auto!atic !ove!ents
Transaction Code OM@9
Configuration
Description
Maintenance of t#is indicator is onl" useful in con+unction !it# mo$ements for !#ic# a G/L account can
)e entered or is pro$ided )" t#e calling program&


'#en !e enter material mo$ements t#at are assigned to a cost account* !e can enter t#e account
num)er manuall"& In doing so* !e c#ange t#e account assignment predefined as offsetting entr" for
in$entor" posting&

M$. ,cct M$. ,cct
;>; KF;
;3; KF>
;3> KF3 7
3@F 7 KF@ 7
3@; 7 K>; 7
3@> 7 K>> 7
E@3 7 K>3 7
E@@ 7 K>@ 7
E@E 7 K3; 7
E@K 7 K3> 7
-.2( Define Screen La"out for autoatic oveents
Menu path
Management and (#"sical In$entor" ,utomatic Mo$ements Define Screen Layout
Transaction Code OM@+
Configuration
Description
In t#is step* !e set t#e screen La"out for automatic mo$ement t"pes&

-.2+ $enerate Ph"sical 0nventor" Docuents for $oo#s Moveents
Menu path
Management and (#"sical In$entor" ,utomatic Mo$ements #enerate Physical
)nventory Docu!ents for #oods Move!ents
Transaction Code OM@*
Configuration
Description
In t#is step* !e define for eac# plant and mo$ement t"pe !#et#er a p#"sical in$entor" document is
created automaticall" !#en a goods mo$ement is posted&

In con+unction !it# automatic mo$ements* please also note t#at t#is indicator is not set for goods
mo$ements !#ic# are created from !it#in a p#"sical in$entor" since* in t#is case* t#e p#"sical in$entor"
document alread" e=ists& .#is applies to mo$ement t"pes DF; to DFA&

-.2, Define Default Values for *eservations
Menu path
Management and (#"sical In$entor" Reser$ations Define Default Values
Transaction Code OM?&
Configuration
Description
In t#is step* !e specif" t#e default $alues for t#e follo!ing functions for eac# plant4
allo! goods mo$ements for reser$ations
delete reser$ations
create storage7location stoc% data automaticall" for reser$ations
,llo! mo$ements for reser$ations
'e can onl" post a goods mo$ement !it# reference to a reser$ation if t#e Mo$ement allo!ed indicator
is set in t#e reser$ation item&

+e are not using &eservations for )T<5

Delete reser$ations
.#e management program sets t#e deletion indicator for reser$ation items !#ose re5uirements date is
earlier t#an t#e num)er of da"s specified #ere&

Create storage7location stoc% data automaticall" for reser$ations
'#en t#is indicator is set* t#e storage7location stoc% data is automaticall" created !#en a reser$ation is
posted& .#is applies )ot# to planned out!ard mo$ements and planned receipts&

-.2- Maintain !op" *ules for *eference Docuents
Menu path
Management and (#"sical In$entor" Reser$ations Define Default Values
Configuration
Description

some items

-.2/ Set D"naic Availa&ilit" !hec> for *eservations
Menu path
Management and (#"sical In$entor" Reser$ations Set Dyna!ic vaila%ility Check
Transaction Code OM?1
Configuration
Description

.#e s"stem c#ec%s !#et#er t#e material to )e !it#dra!n is a$aila)le and issues a message* if
necessar"&

M9>; Create Reser$ation F3 C#ec%ing rule F3
M9>> C#ange Reser$ation F3 C#ec%ing rule F3

-.3; Default Values for Ph"sical 0nventor"
Menu path
Management and (#"sical In$entor" (#"sical In$entor" Default Values for Physical
)nventory
Configuration
Description
In t#is step* !e specif" t#e follo!ing default $alues for p#"sical in$entor" for eac# plant4

(re7settings for entering p#"sical in$entor" documents
t#e stoc% t"pe (unrestricted7use* in 5ualit" inspection* )loc%ed)
t#e indicator for )atc# determination (in t#e foreground or in t#e )ac%ground)
t#e unit of entr" (stoc% %eeping unit or unit of issue)
.#ese indicators are suggested as default $alues !#en !e enter a p#"sical in$entor" document& 9ut !e
can also c#ange t#em t#ere&

(re7settings for entering p#"sical in$entor" documents
Reason for in$entor" difference
.#e default $alue !e specif" #ere is onl" displa"ed !#en !e enter an in$entor" difference
!it#out reference to t#e corresponding document& 9ut !e can also c#ange t#e default $alue
#ere&
<ote4
'e onl" see t#is field !#en !e enter in$entor" differences if !e #a$e acti$ated it in t#e step 8ield
selection for p#"sical in$entor"&
-.31 *ecor# *easons for $oo#s Moveents
Menu path
Management and (#"sical In$entor" Mo$ement ."pes &ecord &easons for #oods
Move!ents
Transaction Code OM?S
Configuration
Description
In t#is step* !e can carr" out t#e follo!ing for eac# mo$ement t"pe4
maintain t#e input status of t#e Reason field
store a %e" t#at gi$es a reason for t#e mo$ement (for e=ample* reason for return deli$er") and
a corresponding te=t&
'#en !e enter a goods mo$ement* !e can onl" enter reasons !#ic# #a$e )een defined for t#e
mo$ement t"pe #ere&
-.32 !op"C !hange Moveent '"pes
Menu path
Management and (#"sical In$entor" Mo$ement ."pes Copy, Change Move!ent Types
Transaction Code OM@@
Configuration
Description
In t#is step* !e can
c#ange t#e setting of e=isting mo$ement t"pes
define ne! mo$ement t"pes
'#en !e enter a goods mo$ement* !e must al!a"s enter t#e mo$ement t"pe& .#e mo$ement t"pe #as
important control functions in In$entor" Management& It is essential for
updating t#e 5uantit" fields
updating t#e stoc% and consumption accounts
selection of t#e fields used for entering documents
printing goods receipt/issue slips

/ Materials Manageent 1 Valuation an# Account Assignent
/.1 Split Valuation

Menu path
I. Implementation Guide for R/3 Customizing (IMG) Materials Management ?aluation and
,ccount ,ssignment Split ?aluation ctivate Split Valuation
Transaction Code OM-0
Configuration
Description
Qou configure !#et#er split $aluation is allo!ed at "our compan"& If "ou generall" allo! split $aluation*
t#is does not mean t#at "ou must $aluate eac# material on t#is )asis& Qou decide !#et#er to do so or
not for a particular material !#en creating t#e material master record&

/.2 !onfigure Split Valuation
Menu path
I. Implementation Guide for R/3 Customizing (IMG) Materials Management ?aluation and
,ccount ,ssignment Split ?aluation Configure Split Valuation
Transaction Code OM-*
Configuration
Description
)n sp"it .a"uationB 5e can /istin#uish 6et5een partia" stoc<s of a 7ateria" accor/in# to certain criteria an/ .a"uate
the7 separate"23
'he 7ateria" stoc< is /i.i/e/ accor/in# to .a"uation cate#or2 an/ .a"uation t2peC
'he .a"uation cate#or2 /eter7ines ho5 the partia" stoc<s are /i.i/e/B that isB accor/in# to 5hich
criteria3
'he .a"uation t2pe /escri6es the characteristics of the in/i.i/ua" stoc<s3
-ith the function DSettin#D 5e can /eter7ineC
5hich .a"uation cate#ories e1ist in our co7pan2 9#"o6a" cate#ories=
5hich .a"uation t2pes e1ist in our co7pan2 9#"o6a" t2pes=
5hich .a"uation t2pes 6e"on# to 5hich .a"uation cate#or2
5hich .a"uation cate#ories e1ist in a .a"uation area 9"oca" cate#ories=

.o select split $aluation* proceed as follo!s4
13 ;& Determine t#e $aluation categories and $aluation t"pes t#at are allo!ed for all .a"uation
areas4
o Glo)al $aluation categories $ia menu 6Goto 77O Glo)al Categories6
o Glo)al $aluation t"pes $ia menu 6Goto 77O Glo)al ."pes6
;& >& ,llocate t#e $aluation t"pes to t#e $aluation categories&
a) Select 6Goto 77O Glo)al Categories6&
)) (osition t#e cursor on a $aluation categor" and select 6Goto 77O Glo)al
Categories 77O ,llocations 77O ."pes7OCategor"6&
c) ,cti$ate t#e $aluation t"pes "ou !ant&

;& 3& Determine t#e local $aluation categories for eac# $aluation area&
a) Select 6Goto 77O Local definitions6&
)) (osition t#e cursor on a $aluation area and select 6Goto 77O Local Definitions 77O
,llocate Categories7O-rg&units6& Qou o)tain a list of t#e glo)al $aluation categories&
c) ,cti$ate t#e categories to )e used in t#is $aluation area&
.#e s"stem creates t#e local $aluation t"pes )ased on t#e allocations under point >&

MM Configuration

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2 Enterprise Structure - Definition

2.1 Define Valuation Level

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